定錨產業筆記-科技產業趨勢領航者
定錨財經資訊工作室我們是一個專注於產業分析的網站。 我們透過參加法說會、與公司會談、閱讀研究報告、蒐集公開新聞資訊……等方式，歸納產業趨勢脈絡， 提供讀者更容易理解產業分析。 我們希望能打造一個更好的產業分析學習生態圈， 讓讀者能夠有效率地學習與吸收，提升自己的眼光，拓展更寬廣的視野。 歡迎來定錨產業筆記：investanchors.com/ ----------------------------- 合作信箱 -------------------------------------- 有任何合作邀約歡迎來信：investanchors@gmail.com -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 8 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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Latest Episodes
近期股市波動放大，受到美國轟炸伊朗、荷姆茲海峽受到封鎖影響，股市、油價持續震盪，在這個時候我們陪伴大家收回專注力，回來看看有機會的產業。
我們看到成熟製程這裡，在未來產能利用率持續提升，有一些潛在的機會可以注意，歡迎大家可以分享我們的節目給有興趣的朋友。
本週節目你會聽到：
① 成熟製程供給為何變緊？
② 轉單效應怎麼走：成熟製程客戶外溢到誰？
③ 需求端的新主力：AI伺服器電源鏈帶動PMIC/功率元件投片，為何用量可達傳統伺服器5–10倍？
④ 成熟製程代工費要漲了嗎：各... more
錄音時間是3/6的下午我們剛看完台澳大戰，謝謝台灣隊打了場讓人感動的WBC。
近期股市受到美國對伊朗開戰的影響，原油價格快速飆升，股市回檔相對劇烈，提醒聽眾朋友們要注意風險，股市要走的長、走的久才是最重要的事情，盤勢不好的時候歡迎大家回來一起做功課，尋找下一個產業趨勢
本集你會聽到：
① 被動元件產業的完整拆解
② 為何近期被動元件一直有漲價信傳出？
③ AI 伺服器如何改變被動元件需求？
④ 日本御三家如何看待後市？
⑤ 我們怎麼看？
⑥ 產業風險在哪裡？
本... more
本次主題邀請網通研究員Jing來跟我們聊聊，光通訊這個板塊需求為何這麼強勢產能瓶頸又在哪裡？希望可以幫助到投資朋友們了解這個產業的趨勢脈動。
溫馨提醒下單按鍵掌握在自己手裡，本次聊的公司都是股價很活潑的公司，下單前請各位再多想一下。
本次聊到文章：
①祥茂光電(AAOI)：財報電話會議摘要
investanchors.com/user/vip_contents/17722837851525
②Fabrinet(FN)：財報電話會議摘要
inv... more
本集我們延續全年產業趨勢的主題，來聊聊台積電的先進封裝廠廠無法完全滿足客戶的情況下，外溢給了專業的封測廠，有誰會受惠，告訴你封裝、測試、設備這三個產業正在發生什麼事。
溫馨提醒下單按鍵掌握在自己手裡，本次聊的公司都在估值上緣，下單前請各位再多想一下。
本次聊到文章：
① CoWoS先進封裝外溢至專業封測代工廠
investanchors.com/user/vip_contents/17649186311477
② SEMICON 2025觀察半導體先進封裝、耗材... more
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- 站長好帥好帥
EP4乾貨滿滿阿，快速掃過這半年所有強趨勢的熱門股，而且講的非常基本跟詳細，光是這一集的內容就遠大於股癌十幾集散散的內容吧！ 錨⚓️大衝衝衝
Apple Podcasts5我愛謝孟恭
Taiwana month ago - 聽好聽滿！！
刷臉書才知道大大出了podcast，我是從孟恭的推薦才知道您的粉專的，突然發現有節目感覺好期待！！祝節目長紅，股票大爆射～
Apple Podcasts5淪陷區氣氛仔Taiwana month ago - 5星好評
真假定錨有podcast 了
Apple Podcasts5威化heheTaiwana month ago - 五星
五星給下去
Apple Podcasts5TruechihoTaiwana month ago - 五星好評
對國防軍工整個脈絡有更清楚的認知了
Apple Podcasts5打不開，打開了又閃退！Taiwana month ago
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Apple Podcasts | #124 | Taiwan/Top Podcasts |
Apple Podcasts | #16 | Taiwan/Business |
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定錨產業筆記-科技產業趨勢領航者 launched 2 months ago and published 8 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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